|
2001
|
Newton One Investments
Newark,
Delaware
|
$14.5K
|
–
|
–
|
–
|
|
|
2002
|
Hanson & Doremus Investment Management
Burlington,
Vermont
|
$14K
|
-$6.46K
|
-146
|
-30%
|
|
|
2003
|
Paragon Wealth Strategies
Jacksonville,
Florida
|
$13.3K
|
+$14.3K
|
+322
|
New
|
|
|
2004
|
TFC Financial Management
Boston,
Massachusetts
|
$13.3K
|
+$89
|
+2
|
+0.6%
|
|
|
2005
|
Loomis, Sayles & Company
Boston,
Massachusetts
|
$13K
|
–
|
–
|
–
|
|
|
2006
|
Schubert & Co
Mckinney,
Texas
|
$12.9K
|
-$2.13K
|
-48
|
-13%
|
|
|
2007
|
PFS Partners
Mine Hill,
New Jersey
|
$12.8K
|
–
|
–
|
–
|
|
|
2008
|
MB, Levis & Associates
Center Valley,
Pennsylvania
|
$12.8K
|
+$13.7K
|
+310
|
New
|
|
|
2009
|
QVR
San Francisco,
California
|
$12.8K
|
-$651K
|
-14,709
|
-98%
|
|
|
2010
|
Bourgeon Capital Management
Darien,
Connecticut
|
$12.7K
|
+$13.3K
|
+300
|
+3,750%
|
|
|
2011
|
Grey Fox Wealth Advisors
Rockland,
Delaware
|
$11.7K
|
+$12.6K
|
+284
|
New
|
|
|
2012
|
PayPay Securities
Tokyo,
Japan
|
$11.7K
|
+$12.6K
|
+284
|
New
|
|
|
2013
|
Dark Forest Capital Management
San Juan,
Puerto Rico
|
$11.4K
|
+$12.2K
|
+276
|
New
|
|
|
2014
|
First Command Advisory Services
Fort Worth,
Texas
|
$11K
|
+$12K
|
+272
|
New
|
|
|
2015
|
Cedar Wealth Management
Walnut Creek,
California
|
$10.3K
|
–
|
–
|
–
|
|
|
2016
|
Capital Management Associates (New York)
New York
|
$10.3K
|
+$11.1K
|
+250
|
New
|
|
|
2017
|
Norwood Financial
Honesdale,
Pennsylvania
|
$10.3K
|
–
|
–
|
–
|
|
|
2018
|
Coston McIsaac & Partners
Bar Harbor,
Maine
|
$10K
|
+$44
|
+1
|
+0.4%
|
|
|
2019
|
Fiduciary Alliance
Greenville,
South Carolina
|
$9.62K
|
+$10.3K
|
+233
|
New
|
|
|
2020
|
Exchange Traded Concepts
Oklahoma City,
Oklahoma
|
$9.17K
|
-$6.02K
|
-136
|
-38%
|
|
|
2021
|
Cornerstone Management
Duluth,
Georgia
|
$9.08K
|
–
|
–
|
–
|
|
|
2022
|
Gleason Group
Prospect,
Kentucky
|
$9K
|
+$89
|
+2
|
+0.9%
|
|
|
2023
|
Mitsubishi UFJ Morgan Stanley Securities
Tokyo,
Japan
|
$9K
|
-$9.29K
|
-210
|
-50%
|
|
|
2024
|
Financial Connections Group
Corte Madera,
California
|
$9K
|
–
|
–
|
–
|
|
|
2025
|
Kozak & Associates
Highlands Ranch,
Colorado
|
$9K
|
–
|
–
|
–
|
|
